In this episode Kevin discusses the evolution of retirement income sources, emphasizing the shift from traditional pensions to personal pensions. He highlights the importance of guaranteed income in retirement, tax planning strategies to avoid higher tax brackets, and the necessity of early retirement planning. The conversation stresses the significance of proactive financial planning to ensure a secure and enjoyable retirement, especially in the context of increasing life expectancies.

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Your roadmap will include:

• A retirement income strategy
• A test to see how long your money will last
• A tax-planning strategy

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